AssuredPartners Investment Advisors’s Palantir PLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Sell	9,727 -2,250	-19%	-$307K	0.32%	59
2025 Q1	$1.01M	Buy	11,977 +134	+1%	+$11.3K	0.2%	127
2024 Q4	$896K	Buy	+11,843	New	+$896K	0.17%	136